Paul Dobson

Bloomberg News Now · US & Iran Resume Strikes, Yen Breaches 160 Per Dollar, More · 31 Aug 2026 podcast

The fact that we went back through one hundred sixty does show again the yen's vulnerability and the fact that it's not uh got its fate completely in its own hands.

So uh that weakness came because of the dollar strength, because of those higher short term interest rates, nothing really to do with Japan.

Uh what Japan needs to do really if it wants to uh stabilize the yen and see it start to strengthen from here is is deliver, as US Treasury Secretary Scott Besson says, for the Bank of Japan

Bloomberg News Now · Stocks Churn on Tech Panic, Trump's Metal Tariff Concerns, More · 13 Feb 2026 podcast

The market is in such a fragile sort of state of mind at the moment, given the other sell-offs we've seen in various industries where it's looked like AI could do those high labor intensive, high cost jobs at a fraction of the cost.

Each different sector in turn is facing a little bit of a comeuppance where people are realizing, well, this is another thing that maybe AI can do.

And so maybe the companies that are doing it don't deserve the valuations they've currently got.

Bloomberg News Now · White House Eyes Metal Tariff Tweaks, AI Risk Mood Sours, More · 13 Feb 2026 podcast

The market is in such a fragile sort of state of mind at the moment, given the other sell-offs we've seen in various industries where it's looked like AI could do those high labor intensive, high cost jobs at a fraction of the cost.

Each different sector in turn is facing a little bit of a comeuppance where people are realizing, well, this is another thing that maybe AI can do.

And so maybe the companies that are doing it don't deserve the valuations they've currently got.

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